Ask if we sell life insurance. Tell them no then they ask for our agent and act like they are a potential customer. When I tell them I can help them they hang up....
Caller said his name was Anthony Blackman with SRC, said he has clients looking for a new financial plan and wanted to speak to our financial advisors, when asked if he is a financial advisor himself, and why would he be seeking investment advise from other brokers he quickly made an excuse and exited the call.
Ask if we sell life insurance. Tell them no then they ask for our agent and act like they are a potential customer. When I tell them I can help them they hang up....
Anthony Blackman of "SRC" calls, says he got my name from a colleague who didn't give him my name, wants me to call him back at 800-370-7330 x8513 regarding financial planning.
Said his name was Anthony Blackman, wanted to talk to one of the principals, said he was referred by his brother. When I told him that I'd have to fill out a prospective client form, he told me "I'm not comforatble with that" just have her call me at 305-749-8513.
Caller says he is Anthony Blackman of SRC. He is looking to speak with a financial planner to 'explore strategic planning opportunities'. Will not leave a reasonable message. Says he will not set an appointment with a planner here until he speaks with someone.
Smells like sales but he refuses to say what he's selling.